Meridian Growth Fund� Legacy Class

 (MUTF:MERDX)   Watch this mutual fund  
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Trailing returns

1 day   +0.00%  
1 week   +0.55%
4 week
3 month   +6.24%
YTD   +1.83%
1 year   +20.58%
3 years*   +11.49%
5 years*   +13.35%
Best 3 month return+24.45%  
Worst 3 month return-29.56%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Above Average Below Average
5 years Average Low
10 years Above Average Low
Overall Above Average Low
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets1.75B 
Front load-  
Deferred load-  
Expense ratio0.89%  
Management fee-  
Fund familyMeridian 

Asset allocation


Purchase information

Feb 21, 7:00PM EST Overall Morningstar RatingTM


The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
Fund filings (PDF) »
Asset managers:
Chad Meade (Started: Sep 5, 2013)
Brian Schaub (Started: Sep 5, 2013)
Advisor Company:
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)
Fund family reports on Morningstar »
Meridian, 660 E. Sir Francis Drake Blvd., Suite 306, Larkspur, CA, USA


  1 year 3 years 5 years 10 years  
Alpha* 16.16 0.77 -1.19 2.21
Beta* 0.28 0.94 0.96 0.98
Mean annual return 1.96 1.19 1.12 1.04
R-squared* 9.02 60.57 62.29 81.38
Standard deviation 5.18 12.29 11.58 16.23
Sharpe ratio 4.34 1.12 1.14 0.75
* Against standard index

Top 10 holdings

Security Net Assets  
Trinet Group Inc (TNET) 2.62%  
LPL Financial Holdings Inc (LPLA) 2.49%  
Sensata Technologies Holding N.V. (ST) 2.49%  
ServiceMaster Global Holdings Inc (SERV) 2.30%  
Sally Beauty Holdings Inc (SBH) 2.26%  
MSC Industrial Direct Co Inc Class A (MSM) 2.00%  
Kirby Corp (KEX) 1.90%  
STERIS PLC (STE) 1.85%  
SS&C Technologies Holdings Inc (SSNC) 1.80%  
Carter's Inc (CRI) 1.75%